01/23/1995 - Packet „--
BOARD OP COMMISSIONERS
REGULAR MEETING AGENDA
Monday,January23, 1995
7.00 pm
• -
Update3 Approval of I)ecember 12, 1994 Minutes
4Intergovernmental Water Board
6 Intenxn Water Supply
Capital Improvement Program
7 Director's Report -Ed Wegner
Long Term Water Supply
8 Non-Agenda Items
10 Set Next
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•
-Meeting Agenda
Book
TIGARD WATER BOARD hAlsllaiG
December 12, 1994
MEMBERS PRESENT: Chair Froude, Commissioners Morgan, Mortensen,
Haunsperger and Pedersen
STAFF PRESENT: Ed Wegner, Randy Volk, Mike Miller, and Kathy
Kaatz
VISITORS PRESENT: Jack Polans
1. Call to Order
The meeting of the Tigard Water Board was called to order at
7:00 p.m with all Board members present.
2. Visitors
Mr. Polans was present and discussed the regional 2040 Plan
and what the results are and whether funds are being wasted.
Mr. Polans also discussed water storage. Mr. Wegner stated
that the Regional Plan does follow the guidelines of the 2040
Plan and that Metro is charged with looking water storage in
it's Charter as well as each individual organization.
3. Approval of Minutes
A motion was made by Commissioner Haunsperger to approve the
minutes from the November 21, 1994 meeting, the Motion was
seconded by Commissioner Pedersen and passed unanimously.
Mr. Wegner stated that he would like to highlight some items
in the minutes.
• Page 1 of the minutes, Mr. Polans had questioned
the public copy of the TWD minutes in the Library
and they are in the book and up to date.
• Page 2 on the Division of Assets - there are
corrected pages available.
• Page 3 - CIP Program, paragraph 2 we will be
discussing on Wednesday at the IWB meeting.
Paragraph 3 negotiations will be discussed later in
his report.
• Page 4 - Mr. Morgan talked about responsibility of
the agency and the staff to ensure that the IGA is
being implemented as written, Mr. Wegner has spoke
with the City's attorney and also with Mr. Mardikes
and it was made clear that the major points have
been made with the exception of the Capital
Improvement Plan and whether the Water Supply Plan
does cover this.
• Page 6 - Mr. Morgan asked that Mr. Nicoli be
provided a copy of the Intergovernmental Water
Agreement which has been done.
• Page 7 - Interim water supply will be discussed
later by Mike Miller as well as the Lake Oswego
Contract for the interim supply.
• Page 10 - Resolution to the Tigard Water District-
according to the Contract items first need to be
presented to the Intergovernmental Water Board
prior to being presented to the Tigard Water Board.
Since there was not a Intergovernmental Water Board
meeting, this will be presented to the Tigard Water
Board at the next meeting.
Mr. Wegner stated that we will be supplying a copy
of the Murray Smith and Associates Contract to the
Intergovernmental Water Board members.
• Page 11 - Will take to the Intergovernmental Water
Board a six month Plan of Action at their next
meeting. The items in this Plan will be outlined
in his report.
Mr. Morgan questioned whether the Division of Assets, Water
Supply Plan and the Capital Improvement Plan which did the
attorneys agreed that have been completed? Mr. Wegner stated
that they agreed that the Division of Assets, Water Supply
Plan and they are currently following through on the action
plan (pages 3-5 through 3-9) and in doing will be developing
the Capital Improvement Plan as the third component.
Mr. Morgan questioned if the Contract has not been officially
cancelled but technically cancelled what will happen on
January 1st? Mr. Wegner stated that if an long term water
agreement has not been reached with Lake Oswego between now
and December 31st, we will have another extension for one year
or until our long term contract is approved.
4. Intergovernmental Water Board Update - George Morgan
Mr. Morgan stated that he had no update since there was not a
meeting held in November. Their next meeting will be held
December 14, 1994.
Chair Froude discussed agenda item #10 which is setting next
meeting agenda. Chair Froude stated that she would like to
propose that the Tigard Water Board change their meeting date
to meet after the Intergovernmental Water Board. Board
members discussed meeting the fourth Monday of the month. Mr.
Wegner distributed a meeting schedule that reflected the
Tigard Water Board meeting on the fourth Monday of each month
and the Intergovernmental Water Board will continue to ,meet on
the second Wednesday of the month. Mr. Wegner stated that
this would follow the legality of the Intergovernmental
TIGARD WATER DISTRICT BOARD MEETING - DEC. 12, 1994 PAGE 2
Agreement which allows items to be presented to the
Intergovernmental Water Board prior to being presented to the
Tigard Water Board. Mr. Morgan made a motion that:
The Tigard Water Board will change their
meeting date from the second Monday of the
month to the fourth Monday of the month with a
determination to be made as to the frequency
of those meetings, as needed.
This motion was seconded by Commissioner Haunsperger and
passed unanimously.
5. Update of the Willamette River Study
Mr. Wegner stated that the staff recommendation was to urge
the City Council to appoint an elected official as well as
someone from the staff to sit on the Committee being set up by
Gene Sibel.
Commissioner Haunsperger stated he felt that this was a prime
opportunity for something to occur within the region. The
Board discussed what they were looking for at this point? Mr.
Wegner stated that they are looking for an elected official
and a staff person to meet with their Board to discuss the
status of the project with no financial commitment at this
time. The Board discussed what needs there would be for the
City of Tigard assuming Lake Oswego doesn't happen? Mr.
Wegner stated that in the year 2010, the City of Tigard will
need 19 mgd.
The Board discussed who would the participants be? Mr. Wegner
stated that hasn't been discussed. Portland has not been a
player but Tualatin Valley, Sherwood, Tigard, Tualatin,
Wilsonville have been. Canby and West Linn are looking at
rights further down the river. Commission Haunsperger made a
motion that:
The Tigard Water Board would encourage the
City of Tigard to pursue the Willamette River
Water Treatment Facility possibilities with
Tualatin Valley Water District.
This motion was seconded by Commissioner Morgan and a vote was
taken which passed unanimously.
Commissioner Morgan questioned whether Tualatin Valley Water
District has water rights on the Willamette, then how will
they resolve the water rights issue on the Willamette on the
context that Lake Oswego working out the water rights, on the
Clackamas. If Tualatin Valley Water District is looking for
financial participants what about the water rich'ts?
TIGARD WATER DISTRICT BOARD MEETING - DEC. 12, 1994 PAGE 3
Commissioner Pederson questioned the significance of the year
2010? Mr. Wegner stated that within the Region, two years ago
they began a regional supply study, the first figures looked
at 2010, then 2020, then 2040. He stated that by 2040 to be
realistic to look at water supply.
6. a. Meeting Schedule for 1995
This was already discussed earlier in the meeting.
6. b. March Election
Chair Froude questioned whether Mr. Wegner has found out any
additional information from George Mardikes.
Mr. Wegner stated that there is a discrepancy that the
Elections Division thinks that Hill Hampton, Michael Brewin,
Bob Wyfffels, Clarence Nicoli and Audrey Castile (the last
three) are up for re-election. Mr. Mardikes believe that all
five members of the Board are up for re-election, some with
full terms and some with some not. As soon as Mr. Mardikes
gives the Board Members a legal opinion, the members will have
to fill out the election packets and file with the Elections
Division not before December 16th. or no later than January
26, 1995.
Randy Volk stated that he would check the meeting minutes
prior to December of 1993 for clarification.
Mr. Wegner stated that Mr. Mardikes believes that all Board
Members will have to run for re-election in March of 1995. He
will notify Mr. Wegner.
Commissioner Morgan made a Motion that:
Upon receipt of the opinion of the legal
opinion, that steps be made to advised each
present Board member with the term of office
and that a public advertisement be placed in
the local newspaper advising the public of the
election and the opportunity for candidates to
file.
This motion was seconded by Commissioner Mortensen.
Commissioner Haunsperger requested that staff place a notice
of this election on the City's bulletin boards. Commissioner
Mortensen questioned whether this notice could be placed in
the Cityscape. Mr. Wegner stated that we could do this as
long as we could meet the deadline. Today, December 14th. is
the deadline for the Cityscape that goes out right after
Christmas.
TIGARD WATER DISTRICT BOARD MEETING - DEC. 12, 1994 PAGE 4
Mr. Volk having gone through the prior meeting minutes stated
that on June 29, 1993 there was a resignation of Audrey
Castile, Position #5, appointment of Bev Froude to fill
Position #5, resignation of Clarence Nicoli, Position #4, John
Haunsperger, Position #2, appointment of John Haunsperger to
fill Position #4, George Morgan was appointed at the County.
Mr. Volk will provide Mr. Wegner a copy of these minutes.
Chair Froude voted upon the motion regarding proper
advertising and posting by the staff which passed unanimously.
7. Director's Report - Ed Wegner
Mr. Wegner stated that Mike Miller would report on Tualatin
Valley interim program which he has been working on with Chris
Uber from Murray Smith.
Mr. Miller stated that they met with Tualatin Valley Water
District the end of November to discuss possible connections.
The agencies looked at maps and came up with logical sites in
which interconnections can be made. They came up with the
following three sites:
a. Baylor Street - Baylor Street reservoir tanks.
b. Bradley Corner - Corner of Hall, Olson, Greenburg
Road which is the connection with City of Portland.
Tualatin Valley also has a 24" line that goes
through that area.
c. Cascade Ave. - Unmetered connection underneath the
railroad tracks. Interconnect with our 16" and
their 8" line.
Tualatin Valley has stated publicly that they have 6mgd
available during the summer. This is yet to be determined.
We are currently asked Tualatin Valley to do some modeling to
ensure that this capacity does exist. They are assuming that
they can bring in that much from the Barney Reservoir Project
on the Coast range. They are looking at bringing in this
amount and to keep from being impacted by the City of Portland
minimum purchase requirements, they will unload this water to
us and utilize their agreements with Hillsboro and Forest
Grove to bring in water from the Coast Range.
Looking at water availability and the hydraulics, the Baylor
site looks reasonable because it is coming from a higher
elevation. It will come in and be forced into the system. We
would be looking at some metering and some pressure reducing
stations, but interties are capable and the 12" line is
approximately two blocks away.
TIGARD WATER DISTRICT BOARD MEETING - DEC. 12, 1994 PAGE 5
Greenburg Road the 24" line is where the most water but, the
operating zones are very different. This would possibly
involve a compact pumping station to boast into our zone
during a demand period.
Cascade connection would involve a metering device. Mr.
Miller stated that he will be meeting again tomorrow with
Tualatin Valley to discuss the progress of their modeling.
Commissioner Haunsperger questioned the minimal amount of
investment to be brought online? Mr. Miller stated that the
largest expense would be installation of a new pumping
facility at the cost of approximately $80,000 to $100,000.
This might be something we could share a cost in. There also
is the need to remove a 10" meter and upsize to 16" meter to
remove a restriction in their system.
The other connections are minimal, the Bradley Corner
connection would involve approximately 500 feet of 12" pipe.
Discussed the fact that Tualatin Valley is currently paying
.48 cents/100 cf.
Mr. Wegner stated that Murray Smith will be looking at
preparing a cost estimate after tomorrow's meeting with
Tualatin Valley.
Commissioner Morgan questioned whether they were discussing a )
five year contract? Mr. Wegner stated that we have looked at
this with two different approaches. We are attempting to get
Lake Oswego to commit to the quantity that they will see to
the City of Tigard and in turn Tualatin Valley will let us
know how much they can sell us also. Mr. Wegner stated that
we would be looking at this as a primary source for a five
year contract and a secondary source for another five year
period.
Commissioner Mortensen questioned the Contract with the City
of Portland? Mr. Miller stated that we are currently in the
middle of a twenty-five year contract. The contracts are due
in approximately 2003 and 2008. The minimum purchase
requirements at the time the Contract was signed were 5%, but
it is a floating average that is currently down to 3 .7%,
although this is based upon summer usage. Tigard had not
taken water until the summer of 1994 in which there was an
emergency declared. We began taking water around July 1
through July 26 and were unable due to system depletion until
second week of August.
Commissioner Morgan questioned whether there were any other
agencies except for emergency basis that have expectations of
TIGARD WATER DISTRICT BOARD MEETING - DEC. 12, 1994 PAGE 6
water source from Tigard? Mr. Wegner stated that we do not,
and at this time none of our plans include Tigard to be a
wholesale water provider.
Mr. Polans questioned what the population projection that we
are basing our emergency water needs upon? Mr. Wegner stated
that the population today shows that we will need additional
water sources. Mr. Wegner stated that population forecasts
for the Tigard Water Service Area are in 1990 the population
was 30,800, 1994 33,500, 2000 39,700 which is on page 2-7 in
the Water Supply Plan.
Chair Froude stated that with no further discussion they will
plan on discussing any new or updated information next month.
Mr. Wegner stated that he had provided the Board with an
revised September and October 1994 monthly reports as well as
the current November monthly report. On the September and
October monthly reports the corrections which were reported by
Commissioner Morgan were the total expenditures which were
misleading and have been reduced.
Mr. Wegner stated that the Finance Director did not provide a
monthly financial report for the month of November. Mr.
Wegner stated that we will obtain those and send them out to
the Board members. Mr. Wegner stated that he had also
provided a copy of the Regional Supply Plan Update that was
distributed two weeks prior at a Regional meeting.
Mr. Wegner stated that there is a slide show on the Regional
Supply Plan that he is attempting to get to show at one of the
meetings.
Also distributed in the packet is a colored graph that Mr.
Miller created to show the daily water consumption averages
from January to December from 1991-1994.
Mr. Wegner discussed the fact that Murray Smith is currently
involved on the water supply program in three areas: 1)
reviewing the capital figures for the Lake Oswego Contract
and, 2)are also sitting in on the negotiations with the City
Manager and Wayne Lowry and Ed Wegner in reviewing some of the
language in regards to capital projects and division of
assets, and 3 ) also working with Tualatin Valley with the
interim water supply, and 4) also looking at our 10 mg
reservoir site and some pumping requirements. In the near
future they will be working with us on talking with the Water
Master in Salem in regards to water rights in our well field
and the transferring of those. Also in January they begin
reviewing whether there is an immediate need to construct a
reservoir site at Menlor (3 .5 mg) . This has been originally
TIGARD WATER DISTRICT BOARD MEETING - DEC. 12, 1994 PAGE 7
AMMMUMMUK 11
•
been scheduled to begin clearing the land on that site this
year and begin construction next year (1995/96) and be online
by July of 1997.
Commissioner Morgan questioned whether they visualized rate or
system development charges for next fiscal year (1995/96)?
Mr. Wegner continued with the Operational review which
included discussion on:
• Completion of the second phase of the Scada system
which will allow us to begin phase three during the
next budget year.
• Looking at updating Rules, Rates and Regulations
which was passed by the Board of Commissioners •
about 1992. These changes will be brought to the
IWB in January or February.
• Working on completion of a six month plan of action
and will hopefully have dates to this by next week.
• Water supply issues, Mr. Wegner stated they had
received demand forecasts on the Regional Plan, Mr.
Miller is reviewing those at this time.
• Contract negotiations with Lake Oswego are
continuing to meet with the two staff and feel that
they have a good start to a document with the
exception of four areas. Two of these areas deals
with division of assets and allocation of water.
Hal Murray has re-written those two areas of the
contract and they have been faxed to Lake Oswego.
Two other issues of concern deal with water rights
and the make up of the agency's Board. Lake Oswego
City Council will be discussing these two items in
Executive Session within the next two days and the
Tigard City Council will be discussing this week in
Executive Session. It is the Tigard City Manager's
thought now that if he gets a consensus from
Council this week, he will attend the IWB meeting
on Wednesday and discuss in Executive Session.
Mr. Wegner discussed that Randy Volk will be meeting with
Badger Meter Company tomorrow to discuss new ways of doing
meter reading. This new system may have the capability of
allowing us to read meters more frequently. Mr. Wegner also
stated that he and Wayne Lowry met with financial consulting
firms (EES and PF&M, Public Finance Management) which deals
with cost of service, rate increases and financial planning
for system development charges. There will be a possibility
that within the next 60 days will be a recommendation to
interview and hire a financial planner to look at options such
as inclining block rate which we will talk more about next
month.
TIGARD WATER DISTRICT BOARD MEETING - DEC. 12, 1994 PAGE 8
Chair Froude questioned when the appropriate time would be to
gather public input on these issues? Mr. Wegner stated that
the financial planners have suggested that we will hold public
meetings in each of the three areas.
Commissioner Haunsperger stated that there was an inverted
block rate that was to take place and questioned whether that
had been implemented? Mr. Wegner stated it had not.
Commissioner Haunsperger then questioned that in the IGA all
the groups adopted the previous water rates which included
those inverted rates. Mr. Volk stated that the inverted block
was never implemented since it was during the summer months
and this needs to be accomplished during the winter months.
Mr. Wegner stated that Mr. Volk is attempting to regain the
Metzger water area as part of the Tigard Water service area.
He will be working with Gene Sibel from Tualatin Valley Water
District in putting together a plan for a systematic
withdrawal of the Metzger area that are within the Tigard City
limits. This withdrawal will involve approximately 3 ,000
customers.
Chair Froude questioned if there were any non agenda items, or
Commissioner's comments and the only discussion was a reminder
to check calendar in regards to meeting date changes. Chair
Froude also stated as a reminder that the election forms need
to be filed with the Elections Division by January 26th.
The meeting was adjourned at 8:45 p.m.
kathy\twd\twd12-12.mtg
TIGARD WATER DISTRICT BOARD MEETING - DEC. 12, 1994 PAGE 9
AGENDA ITEM # = a
• FOR AGENDA OF 111`-1 I5S"
•1 Aer - _
. .�� � MEMORANDUM
Le2-CITY OF TIGARD, OREGON JAN 13 1955
TO: Bill Monahan, City Administrator ULL.��L
U
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FROM: Wayne Lowry, Finance Director � ' -`'"----
DATE: January 12, 1995
SUBJECT: Water Rate Analysis
Water rates for the Tigard water system have in the past been set
by the Tigard Water Board during the budget process. Beginning
January 1, 1994, the authority for setting water rates was
transferred to the Tigard City council.
In reviewing the Intergovernmental agreement for water (IGA) , the
/7- Intergovernmental Water Board (IWB) has as one of its
responsibilities, "to make a continuing study of the rate structure
of the water system" . (IGA section 3,E, 1)
The IGA also specifically sets forth the authority of the Tigard
City Council to set rates and charges in Section 5,B. Any changes
in the rates and charges must be reviewed by the IWB prior to
taking effect and the rates shall be limited to covering the actual
costs of providing the related services .
In order to determine the adequacy of the current water rate
structure and to develop a method of evaluating the impact on rates
of various capital improvement alternatives, I suggest that the
City retain an expert in the rate setting field to perform a rate
analysis.
The results of such a review will provide the IWB and the City
Council with cost of service information that is currently not
available. This type of information will allow us to determine how
our current water rates compare to the cost of providing water
service. At the same time, we would like to have an expert review
alternatives for an inverted block rate system that may be used
during peak periods . We would expect at the end of this analysis
to have a computer model developed for our use in evaluating rates
in future periods .
We are currently reviewing requests for proposals used recently by
other jurisdictions . We will have a draft of an RFP for a rate
analysis for your review next week. According to the IGA, this
should be discussed with the IWB for recommendation to the Council .
The 1994/95 water budget did not anticipate a rate analysis .
Therefore, we will need to prepare a budget adjustment for council
approval before a contract can be entered into. This step can be
done anytime but would make the most sense if done at the time a
recommendation is made by the IWB.
MEMORANDUM
CITY OF TIGARD, OREGON
TO: Honorable Mayors/City Councilors of City of Durham, City
of King City and City of Tigard and Tigard Water District
FROM: Ed Wegner z-_,g
DATE: January 23 , 1995
SUBJECT: Capital Improvement Plan Extension
Pursuant to the Intergovernmental Agreement and subsequent action
by each agency, a Capital Improvement Program was to be submitted
to the Intergovernmental Water Board by the City of Tigard by
September 30, 1994.
The Water Supply Update was completed, although negotiations on a
long term water supply agreement have gone slowly. We have kept
the Intergovernmental Water Board informed of the progress , but
have been unable to complete the Capital Improvement due to pending
negotiations.
It was suggested by the Intergovernmental Water Board that we
formally extend the deadline of the submittal of a Capital
Improvement Program to June 30, 1995. This should allow the City
of Tigard ample time hopefully, to complete negotiations and be
able to outline, in better detail, our Capital Improvement needs.
The Capital Improvement Program in place, continues to guide us
with our planning efforts. I am confident of your support on this
extension. Thank you.
kathy\h20\cip
•
TIGARD WATER DISTRICT
INCOME STATEMENT & BALANCE SHEET
As of July 31, 1994
INCOME STATEMENT
Accounts I ' Prior Y-T-D ( J Monthly ( J Y -T -D
REVENUES
1% PY Water Sales Revenue
Interest Earned 80.53 80.53
Recovered Expenditures
Total Revenues 80.53 80.53
EXPENDITURES
Professional Services
Contractual Services
Office Supplies & Expenses
Advertising & Elections
Dues & Subscriptions 100.00 100.00
Insurance 487.05 487.05
Total Expenditures 587.05 587.05
BALANCE SHEET
ASSETS
Cash& Investments 34,972.25 (506.52) 34,465.73
Net Fixed Assets
Total Assets 34,972.25 (506.52) 34,465.73
LIABILITIES & FUND BALANCE
Liabilities
Accounts Payable 4,302.69 4,302.69
Due Other Funds
Total Liabilities 4,302.69 4,302.69
Fund Balance
Fund Balance 30,669.56
Excess of Rev/(Exp.) 30,669.56 (506.52) (506.52)
Total Fund Balance 30,669.56 (506.52) 30,163.04
Total Liabilities and Fund Balance 34,972.25 (506.52) 34,465.73
g:\Excel\TWD\Monthly\94-Sisbs.xls
TIGARD WATER DISTRICT
INCOME STATEMENT & BALANCE SHEET
As of August 31, 1994
INCOME STATEMENT
Accounts I Prior Y -T-D I J Monthly I I Y - T - D
REVENUES
1% PY Water Sales Revenue
Interest Earned 80.53 111.61 192.14
Recovered Expenditures
Total Revenues 80.53 111.61 192.14
EXPENDITURES
Professional Services
Contractual Services
Office Supplies & Expenses
Advertising& Elections
Dues & Subscriptions 100.00 3,226.00 3,326.00
Insurance 487.05 487.05
Total Expenditures 587.05 3,226.00 3,813.05
BALANCE SHEET
ASSETS
Cash& Investments 34,465.73 (7,417.08) 27,048.65
Net Fixed Assets
Total Assets 34,465.73 (7,417.08) 27,048.65
LIABILITIES & FUND BALANCE
Liabilities
Accounts Payable 4,302.69 (4,302.69)
Due Other Funds
Total Liabilities 4,302.69 (4,302.69)
Fund Balance
Fund Balance •
30,669.56 30,669.56
Excess of Revenues/(Expenditures) (506.52) (3,114.39) (3,620.91)
Total Fund Balance 30,163.04 (3,114.39) 27,048.65
Total Liabilities and Fund Balance 34,465.73 (7,417.08) 27,048.65
g:\Excel\TWD\Monthly\94-5isbs.xls
TIGARD WATER DISTRICT
INCOME STATEMENT & BALANCE SHEET
As of September 30, 1994
INCOME STATEMENT
Accounts I I Prior Y -T -D ( I Monthly I I Y -T - D I
REVENUES
1%PY Water Sales Revenue
Interest Earned 192.14 120.83 312.97
Recovered Expenditures
Total Revenues 192.14 120.83 312.97
EXPENDITURES
Professional Services
Contractual Services
Office Supplies & Expenses
Advertising & Elections
Dues & Subscriptions 3,326.00 3,326.00
Insurance 487.05 487.05
Total Expenditures 3,813.05 3,813.05
BALANCE SHEET
ASSETS
Cash& Investments 27,048.65 120.83 27,169.48
Net Fixed Assets
Total Assets 27,048.65 120.83 27,169.48
LIABILITIES & FUND BALANCE
Liabilities
Accounts Payable
Due Other Funds
Total Liabilities
Fund Balance
Fund Balance 30,669.56 30,669.56
Excess of Revenues/(Expenditures) (3,620.91) 120.83 (3,500.08)
Total Fund Balance 27,048.65 120.83 27,169.48
Total Liabilities and Fund Balance 27;048.65 120.83 27,169.48
g:\Excel\TWD\Monthly\94-5isbs.xls
TIGARD WATER DISTRICT
INCOME STATEMENT & BALANCE SHEET
As of October 31, 1994
INCOME STATEMENT
Accounts 1 Prior Y -T -D 1 J Monthly I I Y -T - D
REVENUES
1% PY Water Sales Revenue
Interest Earned 312.97 59.10 372.07
Recovered Expenditures
Total Revenues 312.97 59.10 372.07
EXPENDITURES
Professional Services 10.00 10.00
Contractual Services
Office Supplies& Expenses
Advertising & Elections
Dues & Subscriptions 3,326.00 3,326.00
Insurance 487.05 487.05
Total Expenditures 3,813.05 10.00 3,823.05
BALANCE SHEET
ASSETS
Cash& Investments 27,169.48 49.10 27,218.58
Net Fixed Assets
Total Assets 27,169.48 49.10. 27,218.58
LIABILITIES & FUND BALANCE
Liabilities
Accounts Payable
Due Other Funds
Total Liabilities
Fund Balance , .
Fund Balance 30,669.56 30,669.56
Excess of Rev/(Exp.) (3,500.08) 49.10 (3,450.98)
Total Fund Balance 27,169.48 49.10 27,218.58
Total Liabilities and Fund Balance 27,169.48 49.10 27,218.58
g:\Excel\TWD\Monthly\94-5isbs.xls
TIGARD WATER DISTRICT
INCOME STATEMENT & BALANCE SHEET
As of November 30, 1994
INCOME STATEMENT
1 Accounts I I Prior Y -T-D I I Monthly Y -T - D
REVENUES
1%PY Water Sales Revenue
Interest Earned 372.07 97.28 469.35
Recovered Expenditures
Total Revenues 372.07 97.28 469.35
EXPENDITURES
Professional Services 10.00 29.25 39.25
Contractual Services
Office Supplies & Expenses
Advertising & Elections
Dues & Subscriptions 3,326.00 3,326.00
Insurance 487.05 487.05
Total Expenditures 3,823.05 29.25 3,852.30
BALANCE SHEET
ASSETS
Cash & Investments 27,218.58 68.03 27,286.61
Net Fixed Assets
Total Assets 27,218.58 68.03 27,286.61
LIABILITIES & FUND BALANCE
Liabilities
Accounts Payable
Due Other Funds
Total Liabilities
Fund Balance
Fund Balance 30,669.56 30,669.56
Excess of Revenues/(Expenditures) (3,450.98) 68.03 (3,382.95)
Total Fund Balance 27,218.58 68.03 27,286.61
Total Liabilities and Fund Balance 27,218.58 68.03 27,286.61
g:\Excel\TWD\Monthly194-5isbs.xls
•
TIGARD WATER DISTRICT
INCOME STATEMENT & BALANCE SHEET
As of December 31, 1994
INCOME STATEMENT
Accounts I I Prior Y -T-D I I Monthly I I Y -T - D
REVENUES
1% PY Water Sales Revenue
Interest Earned 469.35 52.00 521.35
Recovered Expenditures
Total Revenues 469.35 52.00 521.35
EXPENDITURES
Professional Services 39.25 39.25
Contractual Services
Office Supplies & Expenses
Advertising & Elections
Dues & Subscriptions 3,326.00 3,326.00
Insurance 487.05 487.05
Total Expenditures 3,852.30 3,852.30
BALANCE SHEET
ASSETS
Cash & Investments 27,286.61 52.00 27,338.61
Net Fixed Assets
Total Assets 27,286.61 52.00 27,338.61
LIABILITIES & FUND BALANCE
Liabilities
Accounts Payable
Due Other Funds
Total Liabilities
Fund Balance
Fund Balance 30,669.56 30,669.56
Excess of Revenues/(Expenditures) (3,382.95) 52.00 (3,330.95)
Total Fund Balance 27,286.61 52.00 27,338.61
Total Liabilities and Fund Balance 27,286.61 52.00 27,338.61
g:\Excef\TWD\Monthly\94-5isbs.xls
DECEMBER 1994
WATER MONTHLY REPORT
Revenues/Expenditures:
Month of December Year to Date Prior Yr. to Date % of Budget
Revenues:
Water Sales $188,458.39 $2,330,747.89 $1,934,402.70
Meter Sales 36,695.00 182,090.00 260,976.77
Developer Fees 29,393.01 124,410.20 43,765.83
Other Income 18,357.94 67,446.48 55,413.35
Total Revenue $272,904.34 $2,704,694.57 $2494,558.65 71%
Expenditures:
Personal Services $58,818.00 $368,176.00 $443,446.14
Material Services 132,479.05 893,341.34 1,015,346.47
Capital Outlay 8,024.04 87,616.43 143,694.33
Cap. Proj. Res. Fund 00.00 00.00 300,000.00
*Total Expends. $199,321.09 $1,349,133.77 $1,902,486.94 36%
SDC Fund: $44,248.00 $226,819.00 335,071.95 58%
SDC Fund Balance: $1,313,518.63
* City accounting system is on a cash basis
Meter Installations: 5/8" x 3/4" 1" 1 1/2" 2" Total
Durham 2 0 0 0 2
King City 0 0 0 0 0
Unincorporated Area 11 1 0 0 12
City of Tigard 25. 3 2 0 30
Total for December 44
Work Accomplished:
Durham
• Water staff responded to a few requests to check for water leaks at the
customer's service.
King City
• Water Division personnel responded to six requests to check for low or no
consumption.
Unincorporated Area .
• Water Division personnel responded to eight requests to check on
reported water meter and pressure problems. Water staff replaced one 3/4"
pressure regulator that was malfunctioning.
• Water Division personnel installed 24 3/4-inch water services and one
water sample station for Roundtree Estates. The rest of the services will
be were installed during the first week of January. This is a 43 lot single
family residential development located on SW Scholls Ferry Road east of
Bull Mountain Meadows.
City of Tigard
• Water Division personnel replaced eight 3/4-inch pressure regulators and
fourteen 5/8" x 3/4" water meters that were malfunctioning. Also, Water
staff responded to 20 calls to check on water leaks at the meter and
checked reports of low water pressure.
• Water Division personnel performed meter maintenance(trimming shrubs
away from the water meter) on 65 meters throughout the city of Tigard.
• Water Division personnel repaired a 6-inch cast iron water main that failed
during the first part of December.
• Water Division personnel replaced and updated a fire hydrant on SW
Tiedeman Street at SW Meadow Street that was leaking.
• Water Division personnel removed a 3/4-inch water service at 12425 SW
Main Street due to the relocation of the Tigard Vision Clinic.
• Water Division personnel removed two PRV(pressure reducing valve)
stations, one on SW 97th Avenue and the other on SW 100th Avenue, that
were separating the 410 pressure zone from the pressure booster system at
Canterbury(Little Bull Mountain). Since the PRV's weren't being utilized,
fire hydrants were installed in their place to enable flushing of the two
pressure zones.
Water Consumption and Loss:
Total 100 cubic feet of water purchased or produced 161,449 ccf
Plus amount of water from storage during November and
consumption not billed in October 15,680 ccf
Total 100 cubic feet of water billed <139,425 ccf>
Water loss from flushing new lines in subdivisions < 453 ccf>
Water loss from main break on SW 115th Ave. < 283 ccf>
Net amount of water in storage < 14,054 ccf>
Amount of water consumed but not yet billed < 15.680 ccf
Total Water loss 7,234 ccf 4.08%
Status Report:
City staff has had several meetings during the last month with Tualatin Valley Water
District (TVWD) to discuss possible locations for interties, IGA format, and the
amount of water potentially available at these sites. The sites that have the best
potential in supplying our service area with surplus water from TVWD are have been
revised slightly. The locations are:
• Baylor Street Reservoir Site
• SW Shady Lane( SW Greenburg Road)
• SW Cascade Avenue
If all three connections are brought on line by next summer, TVWD has stated that
they may be able to supply us 6.0 million gallons per day (MGD). CH2M Hill has
been contacted to perform further analysis to verify the exact amount of surplus water
that would be available to our service area.
The City of Tigard hired Murray Smith and Associates (MSA) to examine the
configuration of the pump station at the Terminal Reservoir site to determine if we can
lower the pump bowels (where the impellers are located) in order to increase the
pumping depth of the pump. By changing some of the pumping parameters, we can
pump an additional 3.0 million gallons of water from this reservoir to High Tor. We
can also gain another 1.5 million gallons by removing two fittings lower the pump
bowels below the bottom of the reservoir. In other words we will be able to utilize
100% of the volume of the reservoir to transfer water to the summit of Bull Mountain.
We have been only utilizing approximately 50% of the reservoir's capacity.
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December 20, 1994
Since the last meeting of the Participants Committee on November 22, 1994 the Project
Management Staff have been involved in the following activities:
1) Staff met with Metro staff to discuss the Metro water plan work program, to obtain
copies of provider boundaries for the water demand forecasts, and to review the
assumptions of the Metro population forecasts for the low and high estimates.
2) Staff prepared testimony for the Lower Columbia River Rules hearing by the Water
Resources Department. A draft was circulated to all of the participants, comments
were received, and changes made. The testimony was delivered on November 30.
3) Staff have reviewed and provided comments to the consultants on the transmission
assumptions memorandum and have worked with the consultant team on the
ranking process for the evaluation criteria_
4) The water quality matrix for the sources has been prepared and is ready for
distribution. This was prepared with the assistance of the Joint Water Commission,
the Clackamas Water District, and Lake Oswego as well as those entities and
consultants who worked on the pilot treatment work for the Willamette and
Columbia Rivers.
5) Staff prepared for mailing the water demand forecast disks to be sent to each of the
provider participants.
6) Staff have continued to review and provide comments and suggested changes to the
evaluation criteria, including methodologies for how rank between source related
and representative site specific criteria. Staff met with the consultant project
manager to discuss how uncertainties can be incorporated into the integration
element of the project.
7) Staff attended the TVWD meeting where they presented their pilot treatment study
and other work related to developing the Willamette as a source of supply.
8) Staff have coordinated questions and comments on the demand forecast and have
forwarded those on to the consultants and to Metro. Staff sent out the disks to all
the participant providers in December and have provided translation formats to
those entities which requested them.
9) Staff worked with Dale Jutilla and Gene Seibel to make a presentation to the Water
Resources Commission on December 15. The presentation included the first use of
the slide show which was favorably commented on by the staff and the
Commission.
10) Staff met with Greg Nokes of the Oregonian to discuss the RWSP project and'the
results to date. An article will be forthcoming in the Oregonian.
11) Staff has worked to refine the written testimony on the Lower Columbia Rules to be
adopted by the Water Resources Commission and has discussed the issue with
ODF&W research people and with an attorney who will be preparing comments for
the OWUC.
MEMORANDUM
CITY OF TIGARD, OREGON
TO: Bill Monahan
FROM: Ed Wegner
DATE: January 9, 1995
SUBJECT: Long and Short Range Goals for 1995
The following is the lists of goals discussed in our Maintenance
Services staff meeting. We feel these goals are obtainable. We
will be developing objectives and a plan of action to accomplish •
these goals.
LONG RANGE GOALS
• Establish a long term agreement to provide the City of Tigard
and the Tigard Water Service area with a partnership for
guaranteed water.
• Establish an improved network of communication between
Maintenance Services staff and, 1) fellow City employees, 2)
citizens of Tigard, and 3 ) improve responsiveness to citizens
inquiries.
• Maintain City streets more efficiently with the development of
a comprehensive street maintenance schedule for the next three
years, to include, crack sealing and patching, locations,
equipment needs/upgrades, staffing and projected completion
dates.
• Continue to meet or exceed goals of Federal, State and Local
requirements in the area of sanitary and storm water systems
as well the drinking water system.
• The City of Tigard takes the leadership role in water
conservation within our jurisdiction (i.e. converting to drip
sprinkler systems, workshops, cooperatively work with Unified
Sewerage Agency in using effluent water for irrigation.
• Combine and consolidate the sanitary, water and storm system
on a digital data base (GIS, Autocad) .
• Assist in completion of City wide emergency managegient plan
and develop a plan for Maintenance Services personnel to
respond to various emergency situations.
kathv\goals_95
e
SHORT TERM GOALS
• Completion of grant work on Fanno Creek.
• Completion of grant work on boat dock at Cook Park.
• Develop interim water supply.
• Develop program for remote meter reading for vaults (30)
• Revise and implement a Fleet Maintenance replacement program.
• Construct system of interpretive and informational signs in
parks and greenways, beginning with Fanno Creek Park.
• Develop and implement a uniform computer program for various
Maintenance operations functions.
• Develop and begin implementation of safety procedures and
policies to comply with OSHA standards beginning with MSDS,
Fall Protection and Confined Space Entry.
kathy\9oats.95
VISITORS
PLEASE REGISTER
Date: 1- 2 f5
Meeting: %-4t Lb I G 441 glee,
Name (please print) Do you wish to speak?
i (yes or no)
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